"If you can't explain it simply, you
don't understand it well enough."
-Albert Einstein
"If you can't explain it simply, you
don't understand it well enough."
-Albert Einstein
About Mike Mestdagh, CFP®
Mike's Background
Putting Clients First
Mike's Background
Mike Mestdagh grew up in Bloomfield Hills, MI, where his passion for discipline and teamwork was evident early on. He played college baseball for Michigan State University while excelling academically. As a student-athlete, he earned Academic All-Big Ten honors and obtained his bachelor’s degree in finance from the Eli Broad College of Business at MSU, laying the foundation for his future in wealth management.
After graduation, Mike began his career at Equitable Advisors (formerly AXA), where he spent six years working in the firm’s Retirement Benefits Group. During this time, he developed deep expertise in retirement planning, investment strategies, and risk management. His ability to cultivate strong, lasting relationships with clients and his keen financial acumen positioned him as a trusted advisor in the industry.
In September 2021, Mike took the next step in his career by launching Mestdagh Wealth Management, a firm dedicated to helping executives with over $500,000 in investable assets grow, protect, and preserve their wealth. With a client-first approach, he provides tailored financial strategies designed to help high-net-worth individuals navigate complex financial landscapes and achieve long-term financial security.
Connect with Mike
Putting Clients First
Mike's Background
At Mestdagh Wealth Management, the focus is on providing value before you ever pay for anything. Building a strong financial plan starts with a conversation, not a commitment. That’s why the first step is a 15-minute phone call or coffee chat, where we’ll get to know each other, discuss your financial concerns, and identify areas where we can help. This initial conversation is designed to be casual, informative, and pressure-free.
If we determine there’s a good fit, the next step is to gather key information about your unique financial situation and long-term goals. This ensures that any recommendations made are tailored specifically to your needs. Whether you're focused on retirement planning, wealth preservation, or investment growth, understanding your full financial picture is essential.
Finally, we’ll schedule a personalized strategy session, either in person or virtually, where you’ll receive a complimentary retirement analysis. During this meeting, we’ll walk through your financial outlook, explore potential strategies, and answer any questions you may have. The goal is to provide clarity and actionable insights so you can make informed decisions about your financial future—whether or not you choose to work with us moving forward.
Putting Clients First
Putting Clients First
Putting Clients First
Putting clients first is more than just a philosophy—it’s the foundation of everything we do. Financial planning is deeply personal, and every client deserves a strategy tailored to their unique needs and goals. That’s why we take a client-centric approach, ensuring that every recommendation is made with your best interests in mind, not sales quotas.
Confidentiality is paramount when it comes to your financial future. As a Certified Financial Planner® practitioner, Mike is held to the industry’s highest fiduciary standard, meaning he is ethically and legally required to always act in your best interest. Your financial information, aspirations, and concerns remain private, allowing you to have open, candid conversations about your future with complete confidence. No matter the discussion, you can trust that your information is handled with the utmost care.
Mike already has a decade of experience, but with 40 or more years ahead, his commitment to clients extends far beyond today. Financial planning isn’t just about setting goals—it’s about adjusting, growing, and evolving with you over time. Mike will be there now and throughout your golden years, ensuring that you have a trusted advisor by your side every step of the way.
Frequently Asked Questions
As a Certified Financial Planner® practitioner, Mike is held to the industry’s highest fiduciary standard, meaning he is legally and ethically required to always act in your best interest. Our data-driven, customized approach ensures every decision is made with your financial goals in mind.
Our clients are usually (but not exclusively) executives and professionals with over $500,000 in investable assets who are looking for strategic guidance to grow, protect, and preserve their wealth.
We believe in consistent communication and adjusting strategies as needed. Not only will you receive weekly updates from Mike, but we'll schedule regular check-ins based on your preference—whether it’s quarterly, biannually, or annually—to keep your financial plan aligned with your evolving goals.
Mike will help you get setup. Also, on Mestdagh Wealth Management's homepage, click GWN Login or More in the top right corner. This will direct you to whichever login page you're looking for.
At Mestdagh Wealth Management, transparency matters. We are compensated in two ways:
- Assets Under Management (AUM): We charge a percentage of the assets we manage, meaning our success is directly tied to your portfolio’s growth.
- Insurance & Income Solutions: When helping with insurance or income planning, we may receive commissions from the sale of insurance/annuity products, allowing us to provide protection strategies for you.
Working with an independent wealth manager ensures that your financial strategy is customized to your specific needs and goals, rather than a standardized approach. With the freedom to choose from a wide range of investment and insurance solutions, being independent allows Mike to provide unbiased guidance and tailor recommendations that truly align with your best interests.
We provide comprehensive financial planning, investment management, retirement planning, tax-efficient strategies, risk management, and wealth preservation for executives and high-net-worth individuals.
We have access to a variety of trusted custodians and investment platforms to best suit your needs. Your assets are held with a third-party custodian, ensuring security, transparency, and protection, while I provide guidance and management. This structure allows you to benefit from institutional-quality custodial services while still receiving personalized, independent advice tailored to your financial goals.
Mike focuses on low-cost, tax-efficient portfolios with statistically sound track records. Diversification helps manage risk and avoid being overly reliant on one asset class, while regular rebalancing keeps your portfolio aligned with your goals.
A second opinion is always a smart move when it comes to your financial future. I offer a complimentary review of your current portfolio and retirement plan to identify potential improvements, risks, or missed opportunities. Whether you’re looking for confirmation or a fresh perspective, I’ll provide unbiased insights to help you make informed decisions—no pressure, no obligation.
To provide the highest level of personalized service and attention, Mike is intentional with each client he brings on. This allows him to focus on each client individually, offering tailored strategies, proactive communication, and unique financial guidance. By maintaining a focused client base, he ensures that every client receives the high-quality service and strategic planning they deserve.
Copyright © 2021 Mestdagh Wealth Management - All Rights Reserved.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to
Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the
organization’s initial and ongoing certification requirements to use the certification marks.
Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor.
11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700.
Mestdagh Wealth Management and GWN Securities, Inc. are separate companies.
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